About project templates | Zoho Sprints Help

About project templates

A template is a form or a predetermined structure that can be repurposed to work on something similar to it. Its principle is to function as a guide that helps minimize effort of starting from scratch. Some familiar examples include website templates and document templates.

In Zoho Sprints, project templates are incorporated to eliminate the need for repetitive effort. Organizations sometimes perform a predefined set of operations and workflows that will remain unchanged. Retracing those steps and redefining those operations and workflows for every project might be cumbersome. Creating a template will help create a master copy of your standard process and this can be used as the basis of your future projects. This saves time and effort and enables you to create a solid process and structure for your projects. Your team can invest the time and effort in handling tasks and generating output.

Example

Info
Any organization is likely to have definitive operational formats for the various ventures that it is undertaking. All their workflows need to adhere to those formats in order to maintain uniformity, stick to timeframes, and reach the stipulated goals. Let's take the example of a software firm. Product launch, product revamp, small iterations, and issue fixes are the most common operations that a software firm deals with. The process and tasks associated with each of these can be made into templates and reused.

Let's say the team has a set of tasks and workflows for the process of launching a new product. So every time a new product is launched the same set of tasks need to be created. To overcome this, a template can be created for Product Launch and every time a project is created for a product launch this template can be used as basis to build the new project.


To create a template for Product Launch:

Step 1: Create a template without cloning any project to it.
Step 2: Set up your project configuration and add custom work item types, statuses, and priorities.
Step 3: Add relevant sprints and work items that are required to build a new product.
For example, you can create all the possible sprints that you can run while developing a product and list them all in the template. Here's a gist of all the basic sprints that are required for a product launch.
Step 4: Set the Start After and Duration fields to the work items and sprints in the template.
Step 5: Create a new project and clone this template to the project. All the work items and sprints are successfully cloned to the new project.
Notes
You can also create a template from an existing project. All you need to do is just clone the project to create a template.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Manage project templates

                                                                                                                          To view and organize the project templates, Zoho Sprints has search, filters, and views. Utilize these actions to handle your project templates efficiently. Access template To open or access a project template: Go to the all projects tab. Select ...
                                                                                                                        • Create project template

                                                                                                                          A project template in Zoho Sprints provides you the option to reuse project structure. This allows you to save and repurpose a project to build a new project. Create project template without data To create a project template: Go to the all projects ...
                                                                                                                        • Create template by cloning project

                                                                                                                          Zoho Sprints comes with the capability to clone project data to make a copy and build a new project. It provides a workable solution to reuse project structure as well as its data. This allows you to save and repurpose a project to build a new ...
                                                                                                                        • Canceled sprints

                                                                                                                          You can cancel the sprints that cannot be completed within the scheduled end date. Learn more. View canceled sprints Navigate to Report module. Select View by as Sprint Reports. Select Report type as Canceled Sprints. The canceled sprints will be ...
                                                                                                                        • Completed sprints

                                                                                                                          This is a consolidated report of completed sprints. This report displays the sprint name, start date, actual and planned end dates, and completed estimation points. It includes an archived view of all the completed sprints in your project, displayed ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources